OBMs are: project managers, office managers, human resources managers, and online experts – all rolled into one. The services listed do not cover absolutely everything I do (that would take forever!) – but it provides an understanding of where we can start. I can (and do) so much more than the listed tasks, and I’m happy to customize based on your needs. Take a look at my packages to see what would be right for you.
Operations Management
- Centralizing a virtual office
- Creating and optimizing processes ensuring your business is functioning efficiently
- Calendar & scheduling management
- Documenting workflows, creating and revising SOP’s, administration records, tracking all moving pieces
- Email/inbox management
Project Management
- Project plan creation
- Setup and managing your online project management tool
- Delegating to team members
- Working through issues that may arise to find a solution that doesn’t delay the project or task.
- Communicating status updates and details to team members
- Following up with team members to make sure items are completed on time
- Custom projects (pricing dependant on scope/duration)
Boards & Committees
- Serve as Recording Secretary
- Prepare agendas / meeting outlines
- Onboarding and orientation process for Board
- Organize board / governance training
- Develop & maintain corporate governance manuals
- Attend meetings remotely (or in person)
- Take / transcribe meeting notes
- Develop follow-up /action items list
- By-laws and policies
- Organize board retreats
- Oversee board appointment
Human Resources & Team Management
Human Resources
- Delegating, hiring, organizing & holding team meetings, leading your current team, outsourcing or building a team, team training, managing and tracking the completion of the day-to-day tasks.
- Recruiting & vetting employees/contractors
- Develop employee handbooks, and safety manuals, performance reviews
- Policy development
- Employee health & benefits
- New employee onboarding package & pay-roll setup
- Recruitment & interviews
Client Concierge
- Onboarding new clients/customers
- Nurture + manage current client roster
- Offboarding clients/customers
- CRM management
- Testimonial gathering & management
Virtual Assistant Services
We not only offer the high level strategy support of an Online Business Manager, we also offer a full range of virtual assistant services to help you with everything from basic administration to more complex project management functions and tasks, including:
- Document management (proofreading, typing, formatting)
- Report preparation (business plans, annual plans, strategic plans)
- Presentations (webinars or PowerPoint)
- Newsletters
- Branding materials
- Canva graphics
- Data entry
- Writing
- Email management/filtering
- Calendar management: scheduling & planning
- Customer service
- File management
- Creating workbooks and spreadsheets
- Research
- Event management
- Travel arrangements
- Transcription (transcribing voicemail, video or audio, podcasts etc.)
… and much much more!
We can work together to customize the services that work best for your business.